Bill Stone

Bill Stone joined Waverly Advisors in March of 2024 after the acquisition of EFP Advisors.  He serves as a Partner and Wealth Advisor at Waverly. Bill entered the financial services industry as an advisor in 1995 after 15 years as an owner and operator of a retail business. The two most valuable skills he developed in those retail years were how to listen to people and how to solve problems. In his role as Wealth Advisor, those transferable skills have allowed him to help his clients gain confidence in their decision making process and helping clients reach their financial goals in life.

Bill’s favorite pass time is family time, followed closely by church involvement. He also enjoys doing anything outdoors, especially spending time on his tree farm.

Education

• Bachelor of Science in Business
  Mississippi State University, MS

Community Involvement

• First Presbyterian Church (PCA) Jackson, MS (Ruling Elder)
• Board of Trustees, Presbyterian Church in America Foundation
• Formerly served on the Board of Directors of The Mustard Seed, Twin Lakes Camp & Conference Center, and the Mississippi Center for Public Policy.

Ask Me About

• Retirement Planning
• Estate Review
• Investment Management
• Medicare & Social Security